Skoufis Capital Active Investment Strategy

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FOR ADDITIONAL INFORMATION CONTACT: WWW.SKOUFISCAPITAL.COM 1-866-562-2634 HIGH-CONVICTION INVESTING WITH AN ACTIVE APPROACH. PROTECT. GROW.

Transcript of Skoufis Capital Active Investment Strategy

Page 1: Skoufis Capital Active Investment Strategy

FOR ADDIT IONAL INFORMATION CONTACT: WWW.SKOUFISCAPITAL.COM 1-866-562-2634

HIGH-CONVICTION INVESTING WITH AN ACTIVE APPROACH.PROTECT. GROW.

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S K O U F I S C A P I TA L M A N A G E M E N T

TABLE OF CONTENTS

1 SECTION ONE ABOUT SKOUFIS CAPITAL

2 SECTION TWO ACTIVE PORTFOLIO MANAGEMENT

3 SECTION THREE CAN SLIM® INVESTMENT STRATEGY

4 SECTION FOUR INVESTMENT PROGRAM

5 SECTION FIVE GETTING STARTED

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S K O U F I S C A P I TA L M A N A G E M E N T

S E C T I O N O N E

ABOUT SKOUFIS CAPITAL

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ABOUT SKOUFIS CAPITAL

Peter has been a successful portfolio manager for over 10 years getting his start at A.G. Edwards where he received extensive training inActive Portfolio Management. He quickly established himself as a rising star avoiding the market crash of 2008 with a plus 2% return.Throughout the last decade he has consistently out performed the market showing his ability tosuccessfully navigate many market cycles using Active Portfolio Management and the CAN SLIM®investment strategy.

As Chief Investment Officer and Portfolio Manager at Skoufis Capital, Peter has maintained hisstatus as a successful portfolio manager and offers clients the ability to open separately managedaccounts to participate in his strategy. He continues to work closely with Investors Business Daily®and is one of the longest tenured CAN SLIM® advisors in the country.

On his off time he participates in an extensive weight training and performance program, alongwith enjoying Yoga and is involved in many philanthropic efforts in the local Chicago Community.

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S K O U F I S C A P I TA L M A N A G E M E N T

S E C T I O N T W O

ACTIVE PORTFOLIO MANAGEMENT

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ACTIVE PORTFOLIO MANAGEMENT - THAT WORKS, PROTECTS AND GROWSThe goal of Active Portfolio Management is to protect your portfolio during market volatility scaling back the amount invested duringmarket down turns, while increasing the amount invested during stronger periods in the market. The portfolio adheres to a flexibleinvestment mandate that allows for tactical allocation shifts that range between 100% invested in stocks to all the way 100% investedin cash. Historically this approach has reduced portfolio volatility, helped to protect investment capital from widespread lossesduring market corrections and has consistently out performed during market up trends.

CONVICTION MATTERSIn the search for better equity returns, it’s important to find distinct paths to differentiated investment performance. The CAN SLIM®strategy combines active stock-picking with a clearly defined edge on the market. High-Conviction equity strategies offer manyadvantages over their passive peers.

Through the use of this strategy, Skoufis Capital Management has prevented the loss of capital in 2008 netting clients a positive plus2% return while the markets suffered significant losses. Skoufis Capital Management has also shown a plus 59% return in 2013significantly outperforming all major market averages.

HIGHLIGHTS• Beat the average forecast to the market during market up trends.• A disciplined risk management approach protects your capital from significant loss during market corrections.• Produce abnormal returns with a disciplined proven approach.

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S K O U F I S C A P I TA L M A N A G E M E N T

S E C T I O N T H R E E

INVESTMENT STRATEGYCAN SLIM®

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S K O U F I S C A P I TA L M A N A G E M E N T

CAN SLIM® INVESTMENT STRATEGY

CAN SLIM® Investment strategy is a system of stock analysis introduced byWilliam O' Neil, founder of Investors Business Daily® newspaper. O' Neilcarefully analyzed the top-performing stocks dating back to 1953 andidentified 7 characteristics they all shared:

C = Current Earnings per share up 20% or more.A = Annual Earnings increasing 25% or more each year for 3 years.N = New products, services, and/or management team.

S = Supply and Demand of Shares: Price moves should be supported with increasing volume.L = Leadership: Winning stocks come from leading industries.I = Institutional Sponsorship: Large institutions and mutual funds own it and are increasing their stake.M= Market Direction: 3 out of 4 stocks follow the market direction, so invest during bull market trends.

THE IMPORTANCE OF BOTH FUNDAMENTAL ANDTECHNICAL ANALYSIS

FUNDAMENTAL - Gets you in the best performing stocks.

TECHNICAL - Gets you in at the right time.

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© 2014 Investor’s Business Daily, Inc. Investor’s Business Daily, IBD, CAN SLIM and corresponding logos are registered trademarks owned by Investor’s Business Daily, Inc. Used with Permission.

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S K O U F I S C A P I TA L M A N A G E M E N T

S E C T I O N F O U R

INVESTMENT PROGRAM

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S K O U F I S C A P I TA L M A N A G E M E N T

CAN SLIM® Investor’s Business Daily® , and IBD®are registered trademarks owned by Investor’s Business Daily, Inc.®and used here by Skoufis Capital Management with permission. CAN SLIM® Investment Program is not sponsored by Investor’s Business Daily, Inc.® or William J. O’Neil,and neither is recommending, advising or otherwise endorsing an investment in the offering.

INVESTMENT DETAILS

Account Minimum $250,000 Investment Style Growth Number of Holdings 0 - 12 Stocks Skoufis Capital Fees 2% Account Types All brokerage, retirement, and trust accounts welcome

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ASSET CLASS ALLOCATION

Growth

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S K O U F I S C A P I TA L M A N A G E M E N T

S E C T I O N F I V E

GETTING STARTED

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Peter SkoufisChief Investment Officer

CHICAGO640 North LaSalle Street, Suite 275Chicago, Illinois 60654

Phone: 866-562-2634Email: [email protected]

HOW TO INVEST

To begin investing with Skoufis Capital Management, contact Peter Skoufisat 1-866-562-2634 or email at [email protected].

The application process consists of (2) forms:1). Trade PMR custodian apllication2). Skoufis Capital Management Investment Advisory agreement

CLIENTS RECEIVE• ONLINE ACCOUNT ACCESS• DAILY TRADE CONFIRMATIONS• COMPLETE ACCOUNT TRANSPARENCY

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If you would like a copy of Skoufis Capital Management's most recent ADV Part 2 Brochure,please contact Peter Skoufis.

CONTACT INFORMATION

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